SharePoint Project Management Central for SharePoint 2010 Release Notes (SA12)
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RELNOTE: SharePoint Project Management Central for SharePoint 2010 Release Notes (SA12)
Created on: 18-Jun-10. Print Article
Last Modified on: 22-May-13. Email Article
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KB.12478

APPLIES TO:

  • SharePoint Foundation 2010 and SharePoint Server 2010

To find out which product version you have, read KB.11999: How to Find the File Version for a Bamboo Product.

Release Notes
R4.0.123
04/12/2013

New Features:

  • Add a "Run Now" button to the reports under the portfolio's Report Center to allow users to get the reports immediately instead of waiting for the timer job to run and for it to pull the data based on the query.
  • Add a "Run Now" checkbox in the Bamboo Resource Capacity Configuration Web Part and the Summarized Risks per Active Project Web Part settings for the automated Resource Allocation and Capacity Planning Yearly reports and the Summarized Risks chart at the portfolio level. This allows the reports to display the data immediately when users visit the report page instead of waiting for the timer job to run and and for it to pull the data based on the queries.
  • Includes updated versions of the following components:

      Resolved Customer-Reported Bugs and Known Issues/Limitations:

      • Add clearer text to the KPI column settings in the Project Health list for statuses (Risk Status, Schedule Status and Issue Status). For example, the text should be "When value has met or less than goal" instead of "When value is less than goal".
      • The Timeline Gantt Web Part is not showing data when the Project Manager has an apostrophe.

    See the Known Issues and Limitations section for the latest known issues and limitations related to this release.

    R4.0
    01/30/2013

    New Features:

    • Task and Schedule Management:
      • Task Assignments and Resources - Assign multiple resources to the same task. Provide the option to exclude lunchtime. Additional conditions for Adjusting Task Schedule: Change task's duration, total work, or due date when resource assignments are changed based on task conditions, e.g., keep duration constant, keep total work constant, but increase or decrease the hours that resources work per day.
      • Microsoft Project 2010 Additional Integration Features - Map Resource Names from Microsoft Project to either the Resource field or the Assigned To field. Support for Forms-Based Authentication (FBA).
      • Task, Issue and Risk's Phase Status - Application hides tasks, issues and risks and excludes them from project schedule and reports when their phase status is Inactive.
      • Task, Issue and Risk's Project Status - Application hides tasks, issues and risks from reports and portfolio display when their project status is not active.
      • Associate Issues and Risks to Tasks - Tasks can be delayed due to issues and risks. You can now associate risks and issues with related tasks.
      • Baseline - Automatically gives users with full control permission the ability to baseline, and provides the option to add groups that can baseline via the Web Part settings.
      • Additional Tools for Tasks and Schedule Management - Provides quick buttons to Update All (Project schedule, project cost, actual progress, project's overall cost and work) or update only values such as project cost.
    • Cost and Resource Management:
      • Find Resources - Resource or project managers can now find the available resources based on name, department, or role of the resource.
      • Copy Resources - Resource or project managers can now copy multiple resources all at once from the Enterprise Resource Pool to the project's resource pool.
      • Assignments by Department - Displays resources and their assignments, grouped by department.
      • Enterprise Resource Pool (ERP) - Drop-down displays resources in alphabetical order.Updated workflow for the project site approval process that automates site creation. Requires Workflow Conductor R2.5, sold separately.
    • Reports:
      • Additional Reports - Assignments by Department, Resource by Department.
      • Additional Settings for Reports - Allows users the flexibility to show grid above the chart, or chart at the top of the report. Show chart using stacked bar in addition to bar and line.
      • Resource Allocation per Month - Allows users to show the resource allocation per month or per week.
    • Customization:
      • "Lite" and "Standalone" Site Templates - Includes standalone project, lite portfolio and lite project site templates for loosely structured organizations and/or those which otherwise don't have a need to track or manage certain areas that PM specialists are required to manage, such as resource management, time management, and budget and cost management. The "lite" sites can be turned into "full" sites through feature activation.
    • Best Practices & Process Management:
      • Lessons Learned - As part of project management best practices, PM Central now allows you to log lessons learned as part of project close-out or end of a phase.
    • Administration, Usability & User Experience:
      • Site Creation Area - Site Collection Administrators can activate the "Site Creation Area" feature to allow the "Create New Site" option and "Create New Site" area for portfolio site or standalone project site creation.
      • Shortcut to Site Creation - Users can now create the project site or the department site from the shortcut on the portfolio site.
      • Display different column names in the data view - Your organizations may refer to certain tracking information in a certain way, such as Work Effort instead of Work. In R4.0, we provide this flexibility for the data view. Display columns by different names when the data is displayed using Data-Viewer Web Part.
      • Department Directories - For the three tiers (portfolio, department, and project), the All Department Sites Web Part that shows the departments and their paths to the sites can now be modified, e.g., to display or hide columns.
      • Show or Hide columns of list forms - Provides the flexibility to show or hide columns in new form, edit form, view form, and in list settings for the Tasks list and the Project Health list. This allows you to not show unnecessary fields to your team members.
      • Archive tool - Provides the ability for you to archive tasks, issues, risks lists, and their items. This provides you the flexibility to continue using the projects and the lists and at the same time keep history data.
      • Security and Access Control - New PM Central Control Panel where tools, resource center, and reports are located, and which only users with full control can access.
    • Includes updated versions of the following components:

    Resolved Customer-Reported Bugs and Known Issues/Limitations:

    • Add more than one resource to a project at the same time.
    • When accessing the Resource allocation and Capacity Planning tab if the Assigned To account contains special characters, users receive the error message: "The given key was not present in the dictionary".
    • When a project site is saved as a template and is reused for another project, the Scheduled Task Baseline Web Part holds old configurations such as allowing Group B to have permission to capture baseline when Group B does not exist in the new site.
    • Support for the Microsoft Project Add-in to provide the option to authenticate and connect using Form-Based Authentication (FBA).
    • Show PM Central Site columns in PM Central sites only to ensure users cannot use them in non-PM Central sites.
    • PM Central site templates are available on the Web App where PM Central is not deployed. The fix is that site templates are now only available under the PM Central Portfolio sites and only available if the Site Collection Administrator activates the Site Collection Feature for the PM Central templates.
    • Provide the ability to enter values for the Assignment Units during new item creation.
    • When importing tasks using the Microsoft Project Add-In's import function, error is displayed when the predecessor task contains a semicolon.
    • In Task Master when task scheduling is set to be based on Start Date and Duration, and the date is in European format, the Duration does not display correctly, e.g. displays as 100; 0,30 d instead of 30d.
    • The Scheduled Task Baseline Web Part does not allow users with full control permission to capture Baseline or update Cost and Schedule.
    • Cannot change the name of a SharePoint group in the Site Creation Plus Web Part Settings to create groups other than the defaults (Members, Visitors and Owners) when creating a site, e.g. Cannot change [Title] Members to [Title] Managers where [Title] = Project Name to create Managers instead of Members.
    • Provide utility to add resources from ERP in bulk to a project site.
    • Assign the same task details to another resource.
    • For the three tiers (portfolio, department, and project), provide the ability to modify displaying or hiding the columns for the All Department Sites Web Part that shows the departments and their paths to the sites.
    • Modify the text for the Auto Update field for the Site Creation Plus Web Part with better explanation.
    • Adding a new resource in a task item will remove any new information entered or updated in other task fields before adding the resource.
    • The User Profile Import Utility in the Resources tab cannot import users from SQL or Active Directory membership providers.
    • A JavaScript error occurs when a new resource is added to the project Contacts list if the resource is not selected from the Enterprise Resource Pool.

    See the Known Issues and Limitations section for the latest known issues and limitations related to this release.

    R3.5.55
    06/29/2012

    New Features:

    • Improved Microsoft Project 2010 integration:
      • New export options for the Bamboo Microsoft Project Add-in to allow tasks to be appended to or merged with an existing Microsoft Project file.
      • Improved performance when importing tasks from Microsoft Project to SharePoint using the Bamboo Microsoft Project Add-in.
      • Ability to detect working hours conflicts between a PM Central Tasks list being exported and the destination Microsoft Project file.
    • Automated project site creation:
      • Updated workflow for the project site approval process that automates site creation. Requires Workflow Conductor R2.5, sold separately.
    • Enhanced Time Tracking and Management (TTM) integration:
      • Additional reports to compare actual work and cost data from TTM timesheets with project estimates.
      • Ability for project managers to view actual work and cost totals from TTM timesheets in the project Tasks list for easy comparison with task estimates.
      • Includes actual cost and work totals from TTM in the Project Cost Web Part and Project Health list.
      • Additional configuration options for Enterprise Resource Pool entries to support new features in TTM, such as secondary timesheet manager and overtime settings.
    • Improved site performance:
      • In the portfolio site, performance is improved for My Summary, Resources (Resource Allocation and Capacity Planning), Risks, and some reports (Resource Availability and Resource Work Allocation Per Month).
      • In the project site, performance is improved for some tabs under Tasks (Overdue Tasks, My Tasks and Baseline View), Resources (Resource Allocation and Capacity Planning), and Overview (Risks chart).
    • Includes updated versions of the following components:

    Resolved Customer-Reported Bugs and Known Issues/Limitations:

    • The "Last run time" value for PM Central timer jobs cannot be displayed on the Update Data page if the application pool account does not have the required access to the SharePoint configuration database.
    • Adding a Content Editor Web Part to the Project Home page makes the page refresh repeatedly, resulting in a delay of several minutes for page load.
    • If multiple Web applications are configured on the same port with different application pool accounts, the following error is displayed in the Resource Assignments page: "Error: toolbar_GetHtmlMenuView:: System.NullReferenceException: Object reference not set to an instance of an object. at Bamboo.WebControls.GanttToolbar.c()"
    • When you zoom in on data in the Timeline Gantt, milestones on the Project Start Date and Project End Date do not line up with the start and end points of the project Gantt bar.
    • When PM Central tasks are exported to Microsoft Project using the "Connect to Microsoft Project" or "Export to MS Project" features, the default Microsoft Project calendar is used instead of the working hours configured in Task Master.
    • After exporting PM Central tasks to Microsoft Project using the "Connect to Microsoft Project" feature, changing an existing "Assigned To" value to a new resource, and synchronizing updates back to the PM Central Tasks list, the Tasks list displays two different resources in the "Assigned To" and "Resource" fields.
    • When importing tasks from Microsoft Project to a PM Central Tasks list with the option "Don't create duplicate items if existing", only new tasks are imported. Existing tasks in PM Central will not be updated with any changed values from Microsoft Project.
    • When using "Connect to MS Project" from the All Tasks tab, tasks are always exported to a new project using the default Microsoft Project template. There is no option to use a custom template that may include updated working times settings.
    • When exporting milestones or tasks that are 0% complete with an empty "Due Date" field from a PM Central Tasks list to Microsoft Project using the "Connect to Microsoft Project" feature, the "% Complete" value will be incorrectly updated to 99% and the tasks will be converted to milestones in Microsoft Project.

    See the Known Issues and Limitations section for the latest known issues and limitations related to this release.

    R3.0.122
    02/22/2012

    New Features:

    Resolved Customer-Reported Bugs and Known Issues/Limitations:

    • Project Duration calculations in the project site do not reflect workday, working hours, and holiday settings configured for the Tasks list.
    • If the Baseline Due Date column is manually added to the "Tasks - All Tasks" List Rollup schema, alerts configured for the schema that reference the Baseline Due Date column fail with the following error: "Cannot find column [BaselineDueDate]."
    • On German language sites, the Task Summary chart on the Project Central portfolio page is not displayed as a pie chart.
    • Unable to install the Microsoft Project Add-in included with PM Central R3.0 on some Windows 7 desktops that have Office 2007 and the 32-bit version of Microsoft Project 2010.
    • If a new department site is created with a filter that matches 70 or more existing project sites, the department site does not display the project site information for all projects.
    • Viewing the User Profiles Import page times out if the SharePoint server has a large number of user profiles.
    • If the number of individual items in resource or project report filters exceeds the List View Threshold setting configured for the Web application, the report filter drop-down lists do not populate and the following error is logged: "Microsoft.SharePoint.SPQueryThrottledException: The attempted operation is prohibited because it exceeds the list view threshold enforced by the administrator."
    • If Task Master is configured to use a holiday Calendar list that includes events with a custom recurrence pattern, the Web Part cannot be rendered. All events in the list must use a standard recurrence pattern.
    • After an in-place upgrade, Tasks and Issues lists are not visible for project sites that have unique permissions.
    • After an in-place upgrade, the My Projects tab on the Project Central page in the portfolio site does not display data.

    See the Known Issues and Limitations section for the latest known issues and limitations related to this release.

    R3.0.93
    10/31/2011

    See HOWTO: Upgrade From PM Central R2.x to R3.0 for SharePoint 2010.

    New Features:

    • Task and Schedule Management:
      • Assign multiple predecessors to a successor task.
      • Exclude weekends and holidays.
      • Show Critical Path - Clearly identify tasks in a project that cannot be delayed without delaying the project so you can accurately assess the impact of schedule changes.
      • Insert a task between tasks from within the task grid.
      • Now supports the Microsoft Project Add-in for Microsoft Project Professional 2010:
        • Connect and export mpp files from the Task list.
        • Sync task updates from Microsoft Project to the PM Central Tasks list.
        • Import tasks from Microsoft Projects into the Task list and validate to avoid duplication.
      • Create new items (tasks, issues, risks) from the Central Actions menu of the project site.
      • Allow multiple baselines for tasks, project and project cost for improved schedule management.
    • Resource Management:
      • Import resources from the User Profile database (SharePoint 2010 Server) or User Information List (SharePoint 2010 Foundation) to the Enterprise Resource Pool (ERP) portfolio or to the project site Contacts list.
      • Integrates with the Time Tracking and Management (sold separately).
    • Usability Improvements:
      • Show Quick Launch to the lists and libraries in the new project site template. Note: For existing site, users need to use SP Designer to modify the custom master page.
      • Charts display and resize on the portfolio site so users no longer have to scroll.
      • Add shortcut links to My favorites.
    • Customization:
      • Localization – PM Central now supports translation via resource files for German, Spanish and French.
      • New skins for project sites and the portfolio site that can be changed quickly and easily via the Settings tab by users with the appropriate permissions.
      • New master pages and CSS files to support new skins.
    • Process Management:
      • Project managers can report the weekly status of projects and team members can update their tasks' status quickly and easily.
      • Project managers and team members can submit change requests in the project site, using Workflow Conductor for approval process.
    • Reports:
      • Performance improvement reports via timer jobs.
      • Additional reports:
        • Budget Cost vs Project Cost vs Project Actual Cost
        • Budget Work vs Project Work vs Project Actual Work
        • Summary of Resource Allocation by Project Department
        • Summary of Resource Allocation by Manager
    • Display Project Summary and Milestones in a convenient Timeline Gantt.
    • Users are no longer required to install Visual Studio Tools for Office for Bamboo Microsoft Project Add-in with Microsoft Project Professional 2010.
    • Project Management Central now integrates new features for the following Webparts:
    • Project Management Central now includes new versions of the following Web Parts:

    Resolved Customer-Reported Bugs and Known Issues/Limitations:

    • Displays an error message after loading tasks from Microsoft Project Professional 2010 into Task Master if the predecessor task field contain special characters such as hyphen.
    • The KPI icons in the view form of the Project Health list links to the wrong URL.
    • In the German version of SharePoint 2010, users with full access cannot use the Site Creation Plus Web Part to create sites.
    • In the German version of SharePoint 2010, users get an error when opening the tool pane of the Baseline Web Part.
    • In the German version of SharePoint 2010, users receive the error message: "String was not a valid Date Time" in the Scheduling View.
    • When upgrading to the latest version of PM Central using the Upgrade/Repair option in the Setup program, the SharePoint 2010 Timer service must be restarted before and after installation is complete in order for the timer jobs to be updated properly.
    • Users must select a resource from the Enterprise Resource Pool (ERP) by typing a letter and selecting the resource without scrolling down the list.
    • Import resources from the User Profile database (SharePoint 2010 Server) or User Information List (SharePoint 2010 Foundation) to the Enterprise Resource Pool (ERP) portfolio or to the project site Contacts list.
    • After upgrading from R1.8 to R2.1, users may receive the following error in the Project Central Upgrade Monitoring Page in the Central Administration menu: "Upgrade failed: System.ArgumentException: Value does not fall within the expected range. at Microsoft.SharePoint.SPFieldCollection.GetField(String strName, Boolean bThrowException)..." Restart the SharePoint 2010 Timer Service to resolve this issue.
    • Upgrading from R1.8 to R2.1 fails. To resolve this issue, restart the SharePoint 2010 Timer service, then run the upgrade again.
    • The SharePoint Project Portfolio Dashboard does not update the Portfolio Dashboard List when a project is deleted if that project name contains a space, such as "Alpha Project".
    • There is no option for inline editing at the project level, customers must use the Data-Viewer Web Part.
    • The Tasks and Project Health lists are not upgraded using the "Repair Existing/Install New" option in the Setup program, even when the upgrade is successful. Users are required to restart the timer service on all web front end servers, remove and re-install SA12.ProjectCentral.wsp and restart the timer service on the web front end again.
    • The portfolio and project sites do not upgrade successfully using the "Repair Existing/Install New" option in the Setup program. Users are required to restart the timer service on all web front end servers, remove and re-install SA12.ProjectCentral.wsp and restart the timer service on the web front end again.
    • Items in the project site, such as the Project Info section, do not display the context menu in the grid view if the data source is a SharePoint list or a Bamboo List Rollup.
    • Users with Design permissions can see the “Add New Project” option, but they cannot create a project. The "Add New Project" option is no longer shown if the user only has Design permissions.
    • Anonymous users cannot see the Tasks or Issues lists in the project site.
    • The Bamboo Microsoft Project Add-in does not update the “% Complete” column when publishing the value from Microsoft Project.
    • On the Reporting tab of the portfolio site, when users click the Last Page button, the page number changes to 0.

    This release requires a new license key. Please refer to the upgrade page to learn how to download a new license key.

    See the Known Issues and Limitations section for the latest known issues and limitations related to this release.

    R2.2.19
    07/14/2011

    New:

    • This version includes the following Web Parts:
      • Data-Viewer Web Part (File version 30.3.26).
      • List Simple Search Web Part (File version 20.1.42).
      • Bamboo KPI Custom Column (File version 10.3.41).
      • Site Creation Plus (File version 10.4.31).
      • SharePoint Task Master (File version 20.5.74).
      • Group Email Web Part (File version 10.7.24).
      • Bamboo Visual Indicator Custom Column (File version 10.3.43).
      • Calendar Plus Web Part (File version 40.1.39).
      • List Rollup Web Part (File version 50.0.126).
      • Alert Plus 3.1 (File version 30.1.29)
    • Page load performance improved 50% for the Portfolio site Project Central page (with KPI columns).
    • Includes sample manual installation/uninstallation script in the "misc" folder of the installation package.

    Bugs Fixed:

    • Resolved an installation packaging issue. If the Upgrade, Repair, or Install New option is selected while executing product upgrade procedures Bamboo.Logging.wsp will automatically be redeployed. If the Removal All option is selected Bamboo.Logging.wsp will be removed. This will cause errors in other Bamboo products. To reinstall and for more information see the Bamboo Knowledge Base article KB.12708.
    • Performance slow for the Portfolio site Home page.
    • For German language installations, the Resource Cost Allocation report page displays the dollar sign ($) instead of the Euro (€).
    • The Resource Task Timeline report displays an error when the regional settings are set to German.
    • Missing language settings in the Baseline Web Part.

    Resolved Known Issues Fixes for In-Place Upgrade:

    • After running the in-place upgrade, users will not see data in the All My Projects tab on the portfolio site's Project Central tab. Edit the Data-Viewer Web Part to select the list again.
    • If the project sites have unique permissions, users will not see the Tasks or Issues lists after the in-place upgrade. The workaround is to click the Update Data button on the portfolio site's Settings tab and click Run Now for the Bamboo Update Tasks, Issues, Project Health Lists Timer Job Scheduler.
    • Before running the in-place upgrade, sites that are not PM Central sites will be displayed as sites that have been upgraded to R2.1 in Central Administration in the Project Central Upgrade Monitoring Page.
    R2.1.12
    04/01/2011

    New:

    • This version includes Data-Viewer (HW37) R3.2.29 (File Version 30.2.29), which allows users to edit items in Data Sheet mode. Note: PM Central R2.1.9 included Data-Viewer Web Part R3.1.
    • This version includes Alert Plus (HW05) R3.0.72 (File version 30.0.72).
    • This version includes Calendar Plus (HW20) R4.1.22 (File Version 40.1.22).
    • The Installation Package now includes an optional component to upgrade PM Central R2.1 from SharePoint 2007 to SharePoint 2010 using Microsoft's database attach and upgrade method. See this Microsoft article for information about this upgrade method. See KB.12652 to perform an in-place upgrade for PM Central R2.1.

    Bug Fixed:

    • Internal bug fixes.
    • The % Complete on the project site is not computed correctly based on the tasks' % Complete. To resolve this issue, users are required to restart the SharePoint 2010 Timer service after installing the patch update, which contains the fix for this issue.
    R2.1
    02/25/2011

    New:

    • Uses the new Setup program. 
    • Schedule tab/Gantt View: Replaced the event receiver with the Bamboo Update Dashboard List timer job for updates. The timer job runs every 30 minutes. This helps with the server performance.

    Bug Fixed:

    • Reporting does not display the correct hour value for users when the Start Date and Due Date have different years.
    • The Site Template drop-down list does not show any selections after adding the Site Creation Plus Web Part to the portfolio site. This issue is fixed with Site Creation Plus R1.4.32.
    • Editing the Top Link Bar (Site Actions > Site Settings > Look and Feel > Top Link Bar) and clicking New Link resulted in the error "Value does not fall within the expected range". This is fixed in 2.0.101.
    • On German sites, when users create the site collection using a PM Central top-site template, the Task Summary chart does not display properly. This issue is fixed in Chart Plus R2.5.43.
    • Users need to log in with a farm administrator account in order to filter the department site if a PM Central top-site template was used to create the top site in the site collection and then a department site was created.
    • Adding a user from the Enterprise Resource Pool to the Contacts List removes that user from the SharePoint group.
    R2.0.19
    12/20/2010    		 Bug Fixed:
    • An error occurred during the parsing of a resource when creating Project Central Portfolio site in Microsoft SharePoint Foundation 2010 (WSS 4.0).
    R2.0
    12/17/2010    		 New:
    • Manage Budget, Schedule and Progress:
    • Budget Work and Cost – You can set the Budget Work and Budget Cost for the project in the Project Health list.
    • Progress Management – The application updates the Actual Start Date and Actual Due Date based on the % Complete progress. The application updates the Project Actual Duration, Project Actual Cost and Project Actual Work when you select the Update Project Cost & Schedule.
    • Baseline – Once you finalize the schedule and cost, you can now baseline the task, the project and the project cost. This helps you monitor whether there are any changes from the baseline as the project and the tasks progress.
    • Create Tasks Using Start Date & Due Date, Start Date & Duration, or Start Date & Work – Users can now create tasks using the Start Date and Work if they know when the resource can start and how long it will take the resource to complete the task. Users can also create tasks using the Start Date and Duration if they know when the task can start and the length of the task.
    • Multi-line Editing – You can now modify multiple task items at one time.
    • Filtering - Users can filter the available views, such as All Tasks or Active Tasks, to display specific criteria.
    • Resource Management: 
    • Task and Project Allocation – Users can assign the percentage of the time the resource is working on a particular project and on a particular task.
    • Adding Resources - Users can add resources to the project using the Enterprise Resource Pool (ERP) or add a SharePoint account as a resource to the list.
    • Multi-Level Tracking and Reporting via 3-Tiered Architecture – Users can view data such as status, resource allocation and reports at the portfolio level and at the project site. Now, they can also review all this data at the department level.
    • Customization – Additional "nested" master pages and "nested" CSS files are available for users to keep their customizations, including modifications to logos or color, so that in future upgrades post R2.0, they will be retained.
    • New Reports:
    • Monthly Resource Cost/Work Allocation – Users can now view the resource cost/work allocation for each month in a line graph. They can also save this information to a list to reference it later on.
    • Risk Reports for the Portfolio and Project Sites – Risk bubble charts are available at the project and portfolio sites. This helps users track risks and the projects that are at risk.
    • Administrative Tools:
    • Health Check – The Health Check report displays which components in PM Central were not installed.
    • Timer Job – The timer job for updating the Project Health List runs every 10-20 minutes. Users who want to update it sooner can manually run it.
    • Monitoring the Upgrade of Sites – To help the users know what sites have been successfully upgraded to the new version, a monitoring page is available in Central Administration under Bamboo Project Management Central.
    • Tooltips/Descriptions – To help users better understand what the components and fields do, we have added descriptions to each section as well as to the lists and fields.
    • Site Creation - During the project site or department site creation, users can choose which template to use from the drop-down selection. 

    Bug Fixed:

    • In the Task Summary chart, the legend displays as a rectangle instead of a circle on German sites.
    • Resource Allocation and Capacity Planning is empty when regional settings are set to German. 
    • When the login account has just Read permissions, the Project Summary does not display the project data.
    • The "Percent Complete" Bamboo Visual Indicator column displays incorrect percent value on German site.
    • "Days Overdue" and "Schedule Status" columns, which use [Today] as part of the formula, are not automatically calculated. Therefore, the columns display the wrong info. In R2.0, custom column is used for the Days Overdue and will automatically update when users click on the Scheduling View.
    • If user does not have access to one of the projects, the Project Summary returns errors.
    • Project % Complete is calculated based on the average of the tasks' % Complete. The correct formula is now applied to compute the Project % complete. 
    • Resource Availability Chart Webpart showing the wrong date on the Australia site.
    • Resource Work by Project report displays negative values on the German site.

    R1.8.69
    08/03/2010    		 Bug Fixed:
    • Fixed dispose and Cross-Site Scripting check.
    R1.8
    6/25/2010

    Initial Release on Microsoft Windows SharePoint Foundation 2010 and Microsoft Office SharePoint Server 2010
    This build is for an environment on SharePoint Foundation 2010 and SharePoint Server 2010 that does not already have Bamboo products for SharePoint 2007 installed. Currently we do not support an environment where SharePoint 2007 is in-place upgraded to SharePoint 2010.

    Integrates with Microsoft Project 2010 with the Bamboo Microsoft Project Add-in

    Requires the following versions or newer:
    Alert Plus Web Part HW05 R2.8
    Bamboo Group Email Web Part HW14 R1.7
    Bamboo KPI Column Web Part HW41I R1.3
    Bamboo List Print HW50 R1.4
    Bamboo Visual Indicator Web Part HW41D R1.3
    Calendar Plus Web Part HW20 R3.4
    Chart Plus Web Part HW27 R2.5
    Data-Viewer Web Part HW37 R3.1
    List Rollup Web Part HW24 R4.4
    List Simple and Advanced Search Web Part (HW11) R1.8
    SharePoint Navigators HW55 R1.3
    Sharepoint Project Portfolio Dashboard Web Part SA35 R1.8
    SharePoint Task Master Web Part HW45 R1.7
    Site Creation Plus Web Part HW28 R1.4
    Tree View Web Part HW03 R1.7

    Known Issues and Limitations
    R4.0

    Known Issues:

    • Resource Assignments (Gantt chart and Performance) - If there are a lot of resource assignments and projects and therefore a large volume of data to update, information will not be update immediately even after clicking Run Now with the Bamboo Gantt Chart Timer Job. See the troubleshooting secion for the Resource Assignment not showing data online documentation for more information.
    • Resource Availability report - If user selects to view the Resource Availability with date range span across 2 years such as 12/1/2012 to 1/15/2013, the capacity for the first year will display as 0 instead of 8 hours for 1 day or 160 hours for 1 month.
    • When PM Central tasks are merged with Microsoft Project tasks using Microsoft Project Add-In and with Microsoft Add-In is set using the Auto Schedule option, if the tasks in SharePoint have a Start Date different than the Start Date of the project and tasks in Microsoft Project after merge, the tasks will show up with the wrong Start Date and may result in breaking the parent-child relationship.
    • Reporting Timer Job - To improve reporting performance, the timer job in R4.0 is now changed to Bamboo Reporting Calculation Timer Job V4 and scheduled to run once a day. Users must select Remove All and Install twice instead of the Upgrade/Repair Existing and Install New for this timer job to change name and change the schedule.
    • Resource Allocation and Capacity Planning at the portfolio site might result in request timed out in cases where there are 500 items or more in the Tasks list per project, with 40 or more project sites, assigned to 20 or more resources, and the time period spans over 2 years.
    • If you merge tasks between PM Central and Microsoft Project using the Microsoft Project Add-in, and the tasks have the same name with different Work Breakdown Structure, after the merge the tasks will show the wrong parent-child relationship and the wrong work breakdown structure.
    • When using the Request New PMC Project Site workflow, the title is missing in the breadcrumb in the form for Start Workflow.
    • When customizing any site page in SharePoint Designer, you must check out the page first. When you are finished editing in SharePoint Designer, save the page and check it in.
    • If you export tasks to Microsoft Project using the Bamboo Microsoft Project Add-in and then move a task in Microsoft Project, the task will be incorrectly be displayed as a child task if you export the PM Central Tasks list again using the "Merge" option.
    • When exporting the Resource Task Timeline report to Excel, the Gantt bar does not show an accurate time span.
    • In User Profiles Import search results, the contents of the About Me field includes HTML markup.
    • When upgrading PM Central, you must restart the Windows SharePoint Services Timer service before upgrading PM Central sites in Central Administration.
    • The User Profiles Import utility displays a maximum of 1000 results.
    • If a User Profiles Import search matches a large number of records, the request may time out and return a server error.
    • If you change an existing selection for the Project Department or Project fields in a report, the Resource field does not update with the choices that match the new Project Department and Project combination.
    • If a resource has tasks that span multiple years (e.g., 2009-2012), data cannot be displayed in the Resource Assignment Gantt chart on the portfolio site Resources page.
    • When Microsoft Project synchronizes task updates to a connected PM Central Tasks list, "Constraint Date" values of "NA" in Microsoft Project—which indicates a constraint type of "As Soon as Possible"—may be set to today's date when synchronized to the PM Central Tasks list. This does not impact the project schedule.
    • Project Schedule and Scheduled Tasks baselines cannot be created if the project or tasks span three years or more.
    • When browsing a PM Central site in HTTPS, chart images exported from the Reporting Web Part to Microsoft Excel are displayed as a red "X" in the Excel workbook.
    • The "Quick Launch" feature is not visible when upgrading sites that were created in PM Central R1.8. Sites upgraded from R2.0 or higher correctly display the Quick Launch menu.
    • If a project site has unique permissions and its users do not have access to the portfolio site, data from the Enterprise Resource Pool in the portfolio site is still visible in the project site Contacts list.
    • In the Gantt View of Active Projects on the portfolio site Schedules tab, special characters in the Project Manager field are expanded to their corresponding numeric value. For example, "D'Angelo" will be displayed as "D'Angelo".
    • After upgrading PM Central, the Project Portfolio Dashboard does not display data on the portfolio site's Schedules tab or in the Portfolio Dashboard List after clicking Refresh for the first time. To resolve this issue, restart the SharePoint 2010 Timer service. See KB.12641 for more information.
    • Anonymous users are prompted for a user name and password to access some PM Central pages.

    Limitations:

    • Lite project site template cannot be saved as a site template to be used later to create another project site template.
    • When using the Microsoft Project Add-In, if users modify the Outline level field in Microsoft Project without adjusting the WBS field, they will see an error during the merge between PM Central Tasks and Microsoft Project tasks, e.g. Outline Level field is 1 and WBS is 1.1.
    • Addin - New/Merge/Append to Microsoft Project - If the Cost and Actual Cost fields for the tasks and parent tasks are populated using Cost (Enter) and Acutal Cost (Enter), when exporting to Microsoft Project for new/merge/append, the Cost and Actual fields in the Microsoft Project will not match what is in PM Central's SharePoint tasks list.
    • If creating a Portfolio site that is the child of a Team site, the Bamboo Project Central Content Types feature must be activated before create them.
    • The Resource Assignments Gantt chart on the portfolio site may time out if more than 10,000 items are aggregated.
    • In Web applications configured for Forms-Based Authentication (FBA) with anonymous access, an error is displayed in the Resource column when viewing tasks or resources.
    • In Web applications configured for Forms-Based Authentication (FBA) with anonymous access, charts are not displayed in all views of My Projects in portfolio and department sites.
    • When tasks are exported to Microsoft Project using the "Merge" option with the Bamboo Microsoft Project Add-in, child tasks may be merged to the wrong summary task if multiple summary tasks have the same name.
    • When importing tasks from Microsoft Project to a SharePoint Tasks list using the Bamboo Microsoft Project Add-in, the Constraint Date field cannot be updated if the Constraint Date in Microsoft Project is equal to "NA".
    • Addin - Export to MS Project - Show Duration in MS Project don't like Duration in SharePoint Task list with use case working mode between MS project and Task Master different. => WAD
    • The User Profile Import Utility can only map User Profile properties with a privacy setting of "Everyone".
    • If data displayed using the Data-Viewer Web Part is grouped and a group of data spans multiple pages, all data for the same group may not be displayed continuously on the next page. For example, page 2 may start with a different data group instead of continuing the list of items from page 1.
    • Clicking "Add new item" in the Discussion tab does not display the New Item pop-up form.
    • After exporting a PM Central Tasks list using the "Connect to Microsoft Project" feature, new tasks created in Microsoft Project with a blank Start Date and Due Date will be incorrectly updated when the task is synchronized to PM Central with the "Synchronize" feature. The Start Date will be set to the Project Start Date from Microsoft Project, and the Due Date will be the next day.
    • When Microsoft Project synchronizes task updates to a connected PM Central Tasks lists, the "Assigned To" field value is not copied if it was updated in Microsoft Project to a resource name that does not exist in Active Directory.
    • If a Calculated column type is displayed in SharePoint Task Master, the calculated value is not updated when the user clicks Recalculate. To view the updated values for Calculated columns, refresh the browser using Control + F5.
    • Users cannot delete resources from the Enterprise Resource Pool in the department site if the department site is the root of the site collection. Users must go to the portfolio site to delete resources.
    • When users create a new Web Part Page in the portfolio site and try to make this page the default page by updating the URL in /_Layouts/AreaWelcomePage.aspx, they will receive the following error: "The site is not valid. The 'Pages' document library is missing." This is a SharePoint limitation.
    • Users logged into the portfolio site with a site collection administrator account will not see rolled-up data in the following tabs: My Summary, Resources, Schedules, Issues and Reporting. This is a SharePoint limitation. To change the limits, go to Central Administration > Manage Web Applications. Select the desired site collection, and then select General Settings > Resource Throttling from the ribbon to change the values.
    • In the “Tasks” tab of the project site under Tracking View, the headers for “Cost”, “Actual Cost” and “% Complete” are not aligned to the left like in other fields.
    • If you import or export tasks to and from Microsoft Project using the Bamboo Microsoft Project Add-in, it skips the accounts that contain characters such as "[" and "]".
    R3.5

    Known Issues:

    • When customizing any site page in SharePoint Designer, you must check out the page first. When you are finished editing in SharePoint Designer, save the page and check it in.
    • If you export tasks to Microsoft Project using the Bamboo Microsoft Project Add-in and then move a task in Microsoft Project, the task will be incorrectly displayed as a child task if you export the PM Central Tasks list again using the "Merge" option.
    • When exporting the Resource Task Timeline report to Excel, the Gantt bar does not show an accurate time span.
    • If a User Profiles Import search matches a large number of records, the request may time out and return a server error.
    • The User Profiles Import utility displays a maximum of 1000 results.
    • In User Profiles Import search results, the contents of the About Me field includes HTML markup.
    • When upgrading PM Central, you must restart the Windows SharePoint Services Timer service before upgrading PM Central sites in Central Administration.
    • If you change an existing selection for the Project Department or Project fields in a report, the Resource field does not update with the choices that match the new Project Department and Project combination.
    • If a resource has tasks that span multiple years (e.g., 2009-2012), data cannot be displayed in the Resource Assignment Gantt chart on the portfolio site Resources page.
    • When Microsoft Project synchronizes task updates to a connected PM Central Tasks list, "Constraint Date" values of "NA" in Microsoft Project—which indicates a constraint type of "As Soon as Possible"—may be set to today's date when synchronized to the PM Central Tasks list. This does not impact the project schedule.
    • The User Profile Import Utility in the Resources tab cannot import users from SQL or Active Directory membership providers.
    • Project Schedule and Scheduled Tasks baselines cannot be created if the project or tasks span three years or more.
    • When browsing a PM Central site in HTTPS, chart images exported from the Reporting Web Part to Microsoft Excel are displayed as a red "X" in the Excel workbook.
    • The "Quick Launch" feature is not visible when upgrading sites that were created in PM Central R1.8. Sites upgraded from R2.0 or higher correctly display the Quick Launch menu.
    • If a project site has unique permissions and its users do not have access to the portfolio site, data from the Enterprise Resource Pool in the portfolio site is still visible in the project site Contacts list.
    • In the Gantt View of Active Projects on the portfolio site Schedules tab, special characters in the Project Manager field are expanded to their corresponding numeric value. For example, "D'Angelo" will be displayed as "D&#39Angelo".
    • After upgrading PM Central, the Project Portfolio Dashboard does not display data on the portfolio site's Schedules tab or in the Portfolio Dashboard List after clicking Refresh for the first time. To resolve this issue, restart the SharePoint 2010 Timer service. See KB.12641 for more information.
    • A JavaScript error occurs when a new resource is added to the project Contacts list if the resource is not selected from the Enterprise Resource Pool.
    • Anonymous users are prompted for a user name and password to access some PM Central pages.
    • Site Path values are not exported when exporting data using the Master Grid Excel Export feature.

    Limitations:

    • The Resource Assignments Gantt chart on the portfolio site may time out if more than 10,000 items are aggregated.
    • In Web applications configured for Forms-Based Authentication (FBA) with anonymous access, an error is displayed in the Resource column when viewing tasks or resources.
    • In Web applications configured for Forms-Based Authentication (FBA) with anonymous access, charts are not displayed in all views of My Projects in portfolio and department sites.
    • When tasks are exported to Microsoft Project using the "Merge" option with the Bamboo Microsoft Project Add-in, child tasks may be merged to the wrong summary task if multiple summary tasks have the same name.
    • When importing tasks from Microsoft Project to a SharePoint Tasks list using the Bamboo Microsoft Project Add-in, the Constraint Date field cannot be updated if the Constraint Date in Microsoft Project is equal to "NA".
    • The User Profile Import Utility can only map User Profile properties with a privacy setting of "Everyone".
    • If data displayed using the Data-Viewer Web Part is grouped and a group of data spans multiple pages, all data for the same group may not be displayed continuously on the next page. For example, page 2 may start with a different data group instead of continuing the list of items from page 1.
    • Clicking "Add new item" in the Discussion tab does not display the New Item pop-up form.
    • After exporting a PM Central Tasks list using the "Connect to Microsoft Project" feature, new tasks created in Microsoft Project with a blank Start Date and Due Date will be incorrectly updated when the task is synchronized to PM Central with the "Synchronize" feature. The Start Date will be set to the Project Start Date from Microsoft Project, and the Due Date will be the next day.
    • When Microsoft Project synchronizes task updates to a connected PM Central Tasks lists, the "Assigned To" field value is not copied if it was updated in Microsoft Project to a resource name that does not exist in Active Directory.
    • If a Calculated column type is displayed in SharePoint Task Master, the calculated value is not updated when the user clicks Recalculate. To view the updated values for Calculated columns, refresh the browser using Control + F5.
    • Users cannot delete resources from the Enterprise Resource Pool in the department site if the department site is the root of the site collection. Users must go to the portfolio site to delete resources.
    • Adding a new resource in a task item will remove any new information you entered or updated in other task fields before adding the resource.
    • When users create a new Web Part Page in the portfolio site and try to make this page the default page by updating the URL in /_Layouts/AreaWelcomePage.aspx, they will receive the following error: "The site is not valid. The 'Pages' document library is missing." This is a SharePoint limitation.
    • Users logged in to the portfolio site with a site collection administrator account will not see rolled-up data in the following tabs: My Summary, Resources, Schedules, Issues and Reporting. This is a SharePoint limitation. To change the limits, go to Central Administration > Manage Web Applications. Select the desired site collection, and then select General Settings > Resource Throttling from the ribbon to change the values.
    • The Bamboo Microsoft Project Add-in cannot map and import resources by mapping the Resource (custom field) to Microsoft Project ResourceNames.
    • In the “Tasks” tab of the project site under Tracking View, the headers for “Cost”, “Actual Cost” and “% Complete” are not aligned to the left like in other fields.
    R3.0

    Known Issues:

    • (Resolved in R3.5.55) When you zoom in on data in the Timeline Gantt, milestones on the Project Start Date and Project End Date do not line up with the start and end points of the project Gantt bar.
    • (Resolved in R3.5.55) When PM Central tasks are exported to Microsoft Project using the "Connect to Microsoft Project" or "Export to MS Project" features, the default Microsoft Project calendar is used instead of the working hours configured in Task Master.
    • (Resolved in R3.5.55) After exporting PM Central tasks to Microsoft Project using the "Connect to Microsoft Project" feature, changing an existing "Assigned To" value to a new resource, and synchronizing updates back to the PM Central Tasks list, the Tasks list displays two different resources in the "Assigned To" and "Resource" fields.
    • (Resolved in R3.5.55) When importing tasks from Microsoft Project to a PM Central Tasks list with the option "Don't create duplicate items if existing", only new tasks are imported. Exist tasks in PM Central will not be updated with any changed values from Microsoft Project.
    • If a User Profiles Import search matches a large number of records, the request may time out and return a server error.
    • The User Profiles Import utility displays a maximum of 1000 results.
    • In User Profiles Import search results, the contents of the About Me field includes HTML markup.
    • Before exporting tasks using the Connect to Microsoft Project feature in PM Central, you must set the Internet Explorer Security option "Initialize and script ActiveX controls not marked as safe for scripting" to "Prompt".
    • When upgrading PM Central, you must restart the Windows SharePoint Services Timer service before upgrading PM Central sites in Central Administration.
    • If you change an existing selection for the Project Department or Project fields in a report, the Resource field does not update with the choices that match the new Project Department and Project combination.
    • If a resource has tasks that span multiple years (e.g., 2009-2012), data cannot be displayed in the Resource Assignment Gantt chart on the portfolio site Resources page.
    • When Microsoft Project synchronizes task updates to a connected PM Central Tasks list, "Constraint Date" values of "NA" in Microsoft Project—which indicates a constraint type of "As Soon as Possible"—may be set to today's date when synchronized to the PM Central Tasks list. This does not impact the project schedule.
    • The User Profile Import Utility in the Resources tab cannot import users from SQL or Active Directory membership providers.
    • Project Schedule and Scheduled Tasks baselines cannot be created if the project or tasks span three years or more.
    • The "Quick Launch" feature is not visible when upgrading sites that were created in PM Central R1.8. Sites upgraded from R2.0 or higher correctly display the Quick Launch menu.
    • If a project site has unique permissions and its users do not have access to the portfolio site, data from the Enterprise Resource Pool in the portfolio site is still visible in the project site Contacts list.
    • In the Gantt View of Active Projects on the portfolio site Schedules tab, special characters in the Project Manager field are expanded to their corresponding numeric value. For example, "D'Angelo" will be displayed as "D&#39Angelo".
    • After upgrading PM Central, the Project Portfolio Dashboard does not display data on the portfolio site's Schedules tab or in the Portfolio Dashboard List after clicking Refresh for the first time. To resolve this issue, restart the SharePoint 2010 Timer service. See KB.12641 for more information.
    • A JavaScript error occurs when a new resource is added to the project Contacts list if the resource is not selected from the Enterprise Resource Pool.
    • Anonymous users are prompted for a user name and password to access some PM Central pages.
    • Site Path values are not exported when exporting data using the Master Grid Excel Export feature.

    Known Issues for In-Place Upgrades:

    • (Resolved in R3.0.122) After an in-place upgrade, Tasks and Issues lists are not visible for project sites that have unique permissions.
    • (Resolved in R3.0.122) After an in-place upgrade, the My Projects tab on the Project Central page in the portfolio site does not display data.
    • Optional project site features are deactivated after the in-place upgrade (Bamboo PM Central Export Tasks List to Microsoft Project and Bamboo PM Central My Favorites). Manually activate these features in Manage PM Central Site Features on the Settings page.
    • The PMC List Actions ribbon with the Connect to Microsoft Project button is incorrectly displayed on the Project Home page after an in-place upgrade.
    • When performing an in-place upgrade of PM Central from R2.1 to R3.0, timer job schedules are not correctly updated from 20 minutes to 59 minutes. Update the schedule manually in the Project Central Timer Job Scheduler in SharePoint Central Administration.
    • Before running the In-Place Upgrade for SharePoint 2010 installer, sites that are not PM Central sites are displayed in the Project Central Upgrade Monitoring Page as sites that have been upgraded to PM Central R3.0.
    • Users who do not have permission to access the portfolio site can still view information from the Enterprise Resource Pool in the project Contacts list.
    • In the Gantt View of Active Projects on the portfolio site Schedules tab, special characters in the Project Manager field are expanded to their corresponding numeric value. For example, "D'Angelo" will be displayed as "D'Angelo".
    • The Resource column is blank in the project site Contacts list view after the in-place upgrade, even though the Resource column contains data. Edit each Contacts list item and click OK.
    • After an in-place upgrade, the Schedules tab includes data for project sites with unique permissions that the user may not have permission to view.
    • On the portfolio site's Resources tab, the Gantt chart for Resource Assignments always shows No Group when users select the View By Enterprise Resource Pool view.
    • Viewing an item in the Tasks list causes a JavaScript error.

    Limitations:

    • The User Profile Import Utility can only map User Profile properties with a privacy setting of "Everyone".
    • The “Connect to Microsoft Project" option does not work on Windows Vista.
    • If data displayed using the Data-Viewer Web Part is grouped and a group of data spans multiple pages, all data for the same group may not be displayed continuously on the next page. For example, page 2 may start with a different data group instead of continuing the list of items from page 1.
    • When browsing a PM Central site in HTTPS, chart images exported from the Reporting Web Part to Microsoft Excel are displayed as a red "X" in the Excel workbook.
    • Clicking "Add new item" in the Discussion tab does not display the New Item pop-up form.
    • (Resolved in R3.5.55) When exporting milestones or tasks that are 0% complete with an empty "Due Date" field from a PM Central Tasks list to Microsoft Project using the "Connect to Microsoft Project" feature, the "% Complete" value will be incorrectly updated to 99% and the tasks will be converted to milestones in Microsoft Project.
    • After exporting a PM Central Tasks list using the "Connect to Microsoft Project" feature, new tasks created in Microsoft Project with a blank Start Date and Due Date will be incorrectly updated when the task is synchronized to PM Central with the "Synchronize" feature. The Start Date will be set to the Project Start Date from Microsoft Project, and the Due Date will be the next day.
    • When Microsoft Project synchronizes task updates to a connected PM Central Tasks lists, the "Assigned To" field value is not copied if it was updated in Microsoft Project to a resource name that does not exist in Active Directory.
    • If a Calculated column type is displayed in SharePoint Task Master, the calculated value is not updated when the user clicks Recalculate. To view the updated values for Calculated columns, refresh the browser using Control + F5.
    • Users cannot delete resources from the Enterprise Resource Pool in the department site if the department site is the root of the site collection. Users must go to the portfolio site to delete resources.
    • Adding a new resource in a task item will remove any new information you entered or updated in other task fields before adding the resource.
    • (Resolved in R3.5.55) The “Update Data” function does not load the “Load run time” value.
    • When users create a new Web Part Page in the portfolio site and try to make this page the default page by updating the URL in /_Layouts/AreaWelcomePage.aspx, they will receive the following error: "The site is not valid. The 'Pages' document library is missing." This is a SharePoint limitation.
    • Users logged in to the portfolio site with a site collection administrator account will not see rolled-up data in the following tabs: My Summary, Resources, Schedules, Issues and Reporting. This is a SharePoint limitation. To change the limits, go to Central Administration > Manage Web Applications. Select the desired site collection, and then select General Settings > Resource Throttling from the ribbon to change the values.
    • The Bamboo Microsoft Project Add-in cannot map and import resources by mapping the Resource (custom field) to Microsoft Project ResourceNames.
    • In the “Tasks” tab of the project site under Tracking View, the headers for “Cost”, “Actual Cost” and “% Complete” are not aligned to the left like in other fields.

    Limitations for In-Place Upgrade:

    • (Resolved in R3.0.122) PM Central R3.0.93 (the first 3.0 release) for SharePoint 2010 does not support in-place upgrade. You must upgrade R2.x from SharePoint 2007 to SharePoint 2010 first, then upgrade R2.x to R3.0 in SharePoint 2010.
    • Any customizations made to the sites (master pages, CSS, logos, etc.) will not be retained after running the in-place upgrade to SharePoint 2010.
    • The upgrade must be run on a new SharePoint 2010 server with content that was upgraded from a SharePoint 2007 server using the database attach and upgrade method.
    • Upgrading PM Central on a server that was upgraded from MOSS 2007 to SharePoint 2010 (Foundation or Server) on the same hardware will not work.
    R2.2

    Current Limitations:

    • If a Calculated column type is displayed in SharePoint Task Master, the calculated value is not updated when the user clicks Recalculate. To view the updated values for Calculated columns, refresh the browser using Control-F5.
    • Users cannot delete resources from the Enterprise Resource Pool in the department site if the department site is the site collection. Users must go to the portfolio site to delete resources if needed.
    • The Tasks and Project Health lists are not upgraded using the "Repair Existing/Install New" option in the Setup program, even though the upgrade was successful. Users are required to restart the timer service on all web front end server, remove and re-install SA12.ProjectCentral.wsp and restart the timer service on the web front end again.
    • The portfolio and project sites do not upgrade successfully using the "Repair Existing/Install New" option in the Setup program. Users are required to select "Remove All" and then "Install New" to upgrade.
    • Items in the project site, such as the Project Info section, do not display the context menu in the grid view if the data source is a SharePoint list or a Bamboo List Rollup.
    • Adding a new resource from a task item will wipe out information that you enter in the fields, such as Title, Status...etc..
    • Users using an anonymous login cannot see the Tasks or Issues lists in the project site.
    • Update Data does not load the Load run time value.
    • The Bamboo Microsoft Project Add-in does not draw the % Complete column when publishing the value from Microsoft Project.
    • When users create a new Web Part page in the portfolio site and try to make this page the default page by updating the URL in /_Layouts/AreaWelcomePage.aspx, they will receive the following error, "The site is not valid. The 'Pages' document library is missing." This is a SharePoint limitation.
    • Users logged in to the portfolio site with a site collection administrator account will not see rolled-up data in the following tabs: My Summary, Resources, Schedules, Issues and Reporting. This is a SharePoint limitation. To change the limits, go to Central Administration > Manage Web Applications. Select the desired site collection, then select General Settings > Resource Throttling from the ribbon to change the values.
    • The Bamboo Microsoft Project Add-in cannot map and import resources by mapping the Resource (custom field) to MS Project's ResourceNames.
    • In the project site's Tasks tab under Tracking View, the headers for Cost, Actual Cost and %Complete are not aligned to the left like the other fields.

    Current Known Issues:

    • When upgrading using the Upgrade/Repair option in the Setup program, the SharePoint 2010 Timer service must be restarted before and after installation is complete in order for timer jobs to be updated properly.
    • For project sites with unique permissions where users do not have access to the portfolio site, users can still access the information from the Enterprise Resource Pool in the Contacts List.
    • In the Gantt View of Active Projects Widget on the portfolio site's Schedules tab, users with special characters in their name will display extra characters, for example the user L'Orial will be displayed as L&#39Orial.
    • After upgrading from R1.8 to R2.1, users might see the following error in the Project Central Upgrade Monitoring Page in Central Administration: "Upgrade failed: System.ArgumentException: Value does not fall within the expected range. at Microsoft.SharePoint.SPFieldCollection.GetField(String strName, Boolean bThrowException)...". Restart the SharePoint 2010 Timer Service to resolve this issue.
    • The upgrading from R1.8 to R2.1 fails. To resolve this issue, restart the SharePoint 2010 Timer service, then run the upgrade again.
    • After upgrading to R2.1, SharePoint Project Portfolio Dashboard does not display data on the portfolio site's Schedules tab or in the Portfolio Dashboard List after clicking Refresh for the first time. To resolve this issue, restart the SharePoint 2010 Timer service. See KB.12641 for more information.
    • SharePoint Project Portfolio Dashboard does not update the Portfolio Dashboard List when a project is deleted if that project name contains a space, such as "Alpha Project".
    • When users add a new item to the Contacts List where the Enterprise Resource Pool is not used for the selection, users will see a JavaScript error.
    • Users with Design permissions can see the option Add New Project but they cannot create a project. In R3.0, we will remove the option so that users with Design permissions will not be able to see the Add New Project option.
    • Users using an anonymous login must input a user name and password.
    • The Site Path data is not exported when users click Master Grid Excel Export.
    • On the portfolio site's Reporting tab, when users click the Last Page button, the page number changes to 0.
    R2.1.12

    Current Limitations:

    • Users cannot delete resources from the Enterprise Resource Pool in the department site if the department site is the site collection. Users must go to the portfolio site to delete resources if needed.
    • The Tasks and Project Health lists are not upgraded using the "Repair Existing/Install New" option in the Setup program, even though the upgrade was successful. Users are required to select "Remove All" and then "Install New" to upgrade.
    • The portfolio and project sites do not upgrade successfully using the "Repair Existing/Install New" option in the Setup program. Users are required to select "Remove All" and then "Install New" to upgrade.
    • Items in the project site, such as the Project Info section, do not display the context menu in the grid view if the data source is a SharePoint list or a Bamboo List Rollup.
    • Adding a new resource from a task item will wipe out information that you enter in the fields, such as Title.
    • Users using an anonymous login cannot see the Tasks or Issues lists in the project site.
    • Update Data does not load the Load run time value.
    • The Bamboo Microsoft Project Add-in does not draw the % Complete column when publishing the value from Microsoft Project.
    • When users create a new Web Part page in the portfolio site and try to make this page the default page by updating the URL in /_Layouts/AreaWelcomePage.aspx, they will receive the following error, "The site is not valid. The 'Pages' document library is missing." This is a SharePoint limitation.
    • Users logged in to the portfolio site with a site collection administrator account will not see rolled-up data in the following tabs: My Summary, Resources, Schedules, Issues and Reporting. This is a SharePoint limitation. To change the limits, go to Central Administration > Manage Web Applications. Select the desired site collection, then select General Settings > Resource Throttling from the ribbon to change the values.
    • The Bamboo Microsoft Project Add-in cannot map and import resources by mapping the Resource (custom field) to MS Project's ResourceNames.
    • In the project site's Tasks tab under Tracking View, the headers for Cost, Actual Cost and %Complete are not aligned to the left like the other fields.

    Current Known Issues:

    • For project sites with unique permissions where users do not have access to the portfolio site, users can still access the information from the Enterprise Resource Pool in the Contacts List.
    • In the Gantt View of Active Projects Widget on the portfolio site's Schedules tab, users with special characters in their name will display extra characters, for example the user L'Orial will be displayed as L&#39Orial.
    • After upgrading from R1.8 to R2.1, users might see the following error in the Project Central Upgrade Monitoring Page in Central Administration: "Upgrade failed: System.ArgumentException: Value does not fall within the expected range. at Microsoft.SharePoint.SPFieldCollection.GetField(String strName, Boolean bThrowException)...". Restart the SharePoint 2010 Timer Service to resolve this issue.
    • The upgrading from R1.8 to R2.1 fails. To resolve this issue, restart the SharePoint 2010 Timer service, then run the upgrade again.
    • After upgrading to R2.1, SharePoint Project Portfolio Dashboard does not display data on the portfolio site's Schedules tab or in the Portfolio Dashboard List after clicking Refresh for the first time. To resolve this issue, restart the SharePoint 2010 Timer service. See KB.12641 for more information.
    • SharePoint Project Portfolio Dashboard does not update the Portfolio Dashboard List when a project is deleted if that project name contains a space, such as "Alpha Project".
    • When users add a new item to the Contacts List where the Enterprise Resource Pool is not used for the selection, users will see a JavaScript error.
    • Users with Design permissions can see the option Add New Project but they cannot create a project. In R3.0, we will remove the option so that users with Design permissions will not be able to see the Add New Project option.
    • Users using an anonymous login must input a user name and password.
    • The Site Path data is not exported when users click Master Grid Excel Export.
    • On the portfolio site's Reporting tab, when users click the Last Page button, the page number changes to 0.

    Current Limitations for In-Place Upgrade:

    • Any customizations made to the sites (master pages, CSS, logos, etc.) will not be retained after running the in-place upgrade to SharePoint 2010.
    • The upgrade must be run on a brand new server. For example, running SharePoint 2010 (Server or Foundation) on top of MOSS 2007 will not work.

    Current Known Issues for In-Place Upgrade:

    • If the project sites have unique permissions, users will not see the Tasks or Issues lists after the in-place upgrade. The workaround is to click the Update Data button on the portfolio site's Settings tab and click Run Now for the Bamboo Update Tasks, Issues, Project Health Lists Timer Job Scheduler.
    • Before running the in-place upgrade, sites that are not PM Central sites will be displayed as sites that have been upgraded to R2.1 in Central Administration in the Project Central Upgrade Monitoring Page.
    • After running the in-place upgrade, users will not see data in the All My Projects tab on the portfolio site's Project Central tab. Edit the Data-Viewer Web Part to select the list again.
    • For project sites with unique permissions where users do not have access to the portfolio site, users can still access the information from the Enterprise Resource Pool in the Contacts List.
    • In the Gantt View of Active Projects Widget on the portfolio site's Schedules tab, users with special characters in their name will display extra characters, for example the user L'Orial will be displayed as L&#39Orial.
    • When viewing the Contacts Lists at the project site after running the in-place upgrade, the Resource column is blank. The workaround is to edit each contact item and click OK.
    • After running the in-place upgrade and when project sites have unique permissions, the Project Portfolio Dashboard on the portfolio site's Schedules tab displays project sites to users who do not have access to some of the projects.
    • On the portfolio site's Resources tab, the Gantt chart for Resource Assignments always shows No Group when users select the View By Enterprise Resource Pool view.
    • Task items will show a JavaScript error when clicking View.
    R2.1 Current Limitations:
    • Users cannot delete resources from the Enterprise Resource Pool in the department site if the department site is the site collection. Users must go to the portfolio site to delete resources if needed.
    • The Tasks and Project Health lists are not upgraded using the "Repair Existing/Install New" option in the Setup program, even though the upgrade was successful. Users are required to select "Removal All" and then "Install New" to upgrade.
    • The portfolio and project sites do not upgrade successfully using the "Repair Existing/Install New" option in the Setup program. Users are required to select "Removal All" and then "Install New" to upgrade.
    • Items in the project site, such as the Project Info section, do not display the context menu in the grid view if the data source is a SharePoint list or a Bamboo List Rollup.
    • Adding a new resource from a task item will wipe out information that you enter in the fields, such as Title.
    • Users using an anonymous login cannot see the Tasks or Issues lists in the project site.
    • Update Data does not load the Load run time value.
    • The Bamboo Microsoft Project Add-in does not draw the % Complete column when publishing the value from Microsoft Project.
    • When users create a new Web Part page in the portfolio site and try to make this page the default page by updating the URL in /_Layouts/AreaWelcomePage.aspx, they will receive the following error, "The site is not valid. The 'Pages' document library is missing." This is a SharePoint limitation.
    • Users logged in to the portfolio site with a site collection administrator account will not see rolled-up data in the following tabs: My Summary, Resources, Schedules, Issues and Reporting. This is a SharePoint limitation. To change the limits, go to Central Administration > Manage Web Applications. Select the desired site collection, then select General Settings > Resource Throttling from the ribbon to change the values.
    • The Bamboo Microsoft Project Add-in cannot map and import resources in.
    • In the project site's Tasks tab under Tracking View, the headers for Cost, Actual Cost and %Complete are not aligned to the left like the other fields.
    Current Known Issues: 
    • When upgrading from R1.8 to 2.1, the upgrade fails and the Project Central Upgrade Monitoring Page in Central Administration displays an error. To resolve this issue, restart the SharePoint 2010 Time service.
    • Upgrading from R1.8 to R2.1 fails. To resolve this issue, restart the SharePoint 2010 Timer service, then run the upgrade again.
    • After upgrading to R2.1, SharePoint Project Portfolio Dashboard does not display data on the portfolio site's Schedules tab or in the Portfolio Dashboard List after clicking Refresh for the first time. To resolve this issue, restart the SharePoint 2010 Timer service. See KB.12641 for more information.
    • SharePoint Project Portfolio Dashboard does not update the Portfolio Dashboard List when a project is deleted if that project name contains a space, such as "Alpha Project".
    • When users add a new item to the Contacts List where the Enterprise Resource Pool is not used for the selection, users will see a JavaScript error.
    • Users with Design permissions can see the option Add New Project but they cannot create a project. In R3.0, we will remove the option so that users with Design permissions will not be able to see the Add New Project option.
    • Users using an anonymous login must input a user name and password.
    • The Site Path data is not exported when users click Master Grid Excel Export.
    • On the portfolio site's Reporting tab, when users click the Last Page button, the page number changes to 0. 
    R2.0 Limitations:
    • We are currently in the process of developing a migration procedure for this product.
    • Users using anonymous login will not be able to see the My Summary, Overview or Issues tabs on the project site because the application sets the list view in SharePoint using the filter with user account = [Me] to show in the tab. This is a SharePoint limitation. 
    Known Issues:
    • When upgrading from R1.8 to R2.0, users are required to do a remove all and reinstall during the install in order for the upgrade to be successful.
    • Calendar Plus at the project site wraps the fields and causes overlapping of some text due the pixel size of the window.
    • In Task Master while editing a task in the form to change the Units (days/hours/minutes) for the Duration or Work fields, the browser window will display “boxes” instead of the site title.
    • Users need to log in with a farm administrator account in order to filter the department site if a PM Central top-site template was used to create the top site in the site collection and then a department site was created. 
    • The portfolio site's Resource Cost Allocation Per Month tab only reports in U.S. currency.
    • Users cannot create the department site or the project site from SharePoint. Users are required to select the Add New Project option under Central Actions to create a site from the portfolio site via the Site Creation Plus Web Part.
    • Users should delete the department site from its Delete Site option in the department site's Settings tab instead of from SharePoint Site Actions. This ensures that the department site item is deleted from the portfolio site’s department site list.
    • When there are 1,500 or more items in the Tasks list, users should not use the Update Data/Update Now option to update the Bamboo Update Summary Project List Timer Job Settings Web Part or the Bamboo Update Task, Issues, Project Health Lists Timer Job Scheduler. Users will receive the error, “An unexpected error has occurred.”
    • Users using an anonymous login will not be able to see some tabs on the portfolio site (Risks, Schedule, Issues) because the AssignedTo column is included to be displayed in the Data-Viewer Web Part via List Rollup R5.0. This is a bug in the backend of the List Rollup Web Part.
    • Resource Allocation and Capacity Planning at the portfolio site might result in request timed out in cases where there are 500 items or more in the Tasks list per project.
    • In R2.0, Days Overdue is now a Bamboo DaysOverDue custom column. In order to see the accurate status of Days Overdue and Due, users are required to go to the Scheduling View under the project site’s Tasks tab first instead of going to the Tasks list’s Overdue Tasks View. Clicking the Scheduling View will register today’s date and update the Days Overdue and Due columns.
    • When exporting data to Excel from the Data-Viewer Web Part where the data source is from List Rollup Schema, such as Project Tasks under the portfolio site’s Schedules tab, the site path is blank.

    Requires the following versions or newer for these Web Parts:

    Alert Plus R3.0 or newer
    Calendar Plus Web Part R4.0 or newer
    List Rollup Web Part R5.0 
    SharePoint Task Master R2.0

    R1.8 Known issues:
    • The Copy function from the Enterprise Resource Pool (ERP) to the Contacts list only works the first time; it does not update new data from the ERP to the Contacts list. 
    • PM Central R1.8 currently does not fully integrate with the latest versions of Alert Plus R3.0, Calendar Plus R4.0 or List Rollup R5.0. Do not install the latest versions of these products on an environment where you are running PM Central R1.8 or older. In the future release of PM Central R2.0, we will fully integrate and support Alert Plus R3.0, Calendar Plus R4.0 and List Rollup R5.0.

    Limitations with R1.8: 

    • SharePoint 2010 has a List View threshold limit of 5,000 items. For more information, read this Microsoft KB. To change the limit, navigate to Central Administration > Application Management > Manage Web Applications. Choose the desired Web Application and select General Settings > Resource Throttling. Change the values of the List View Threshold and click OK.
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